Retail Impact Investing Guidebook for Credit Unions
As impact investing gains traction globally and across Canada, retail impact investing presents an emerging and untapped set of opportunities for credit unions.
Credit unions are well-positioned to use retail impact investing to differentiate themselves from other financial institutions, to provide innovative product opportunities for their existing members, to attract new members seeking to integrate social considerations in investment decisions, and to strengthen their link to their mission.
Rally Assets and the Canadian Credit Union Association have partnered to create a guidebook on retail impact investing for credit unions.
This guidebook highlights an opportunity for credit unions to address a gap that exists in the retail impact investing market in Canada, and provides a roadmap for credit unions seeking to design retail impact investing products.
This information is not intended to be, and does not constitute, financial or investment advice or any other advice, is general in nature, and not specific to you. None of the information is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, Company, or fund.